Data Analysis with Excel
Guided lesson · 10 minutes

3. Summarise patterns with formulas

Work through the guide, keep private notes, and mark this lesson complete when you’re ready.

01

Summarise with a formula

Use COUNT to count numeric entries, COUNTA for non-empty cells, SUM for totals, and AVERAGE for a mean. Choose the calculation that matches the question. An average can hide large differences, so inspect the distribution when the spread matters.

02

Compare groups carefully

A PivotTable can group and summarise a tidy table without changing the source. Check that the fields use consistent labels and that totals agree with a direct count. Small groups can reveal a pattern but should not be treated as representative without context.

03

Try it

Calculate a count and total for a small dataset. Compare the result with a manually checked subset. State the denominator when reporting a percentage.

Key takeaways

  • Choose calculations that answer the question.
  • Verify summaries against the source data.
  • Include denominators and context in comparisons.
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